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Simplify Wealth Planning (SWP) was started to help tech professionals like you master your money and live your best life. Whether you’re just starting out or already crushing it in your career, we’re here to guide you through the financial maze that comes with working in tech.
Are you:
✅Feeling alone when it comes to money matters?
✅Making more money than ever but not sure how to make the most of it?
✅Getting paid in company stock but don’t know how to handle it?
✅Living in an expensive city and dreaming of owning a home someday?
✅Wanting to grow your wealth and achieve your goals without wasting hours on financial planning?
✅Looking for expert guidance on tax, investment, insurance, and estate planning?
If any of these sound like you, then we might be a perfect match.
Here’s how we can help you:
💰Simplify your equity compensation and tax planning. We help you understand your stock options, RSUs, ESPPs, and other forms of equity compensation. We can also help you minimize taxes and optimize your cash flow.
📈Build an investment strategy. We help you create a diversified portfolio that aligns with your risk tolerance, time horizon, and goals. We can also help you monitor and rebalance your portfolio as needed.
🔐Protect your assets and legacy. We help you review your insurance needs and create an estate plan that reflects your wishes.
📚Educate you. We won’t just tell you what to do, we’ll explain why our recommendations make sense for you.
If you’re interested in learning more about our services, visit our website www.simplifywealthplanning.com. We also send out an educational blog post each week. Subscribe and stay in the know!
Company Details
Simplify Wealth Planning Questions
Simplify Wealth Planning's website is https://www.simplifywealthplanning.com/
Simplify Wealth Planning's LinkedIn profile is https://www.linkedin.com/company/simplify-wealth-planning
Simplify Wealth Planning has
1 employees.
View email and phone details for 1
employees at Simplify Wealth Planning.
Simplify Wealth Planning's industry is
Financial Services
Simplify Wealth Planning's top competitors are
York Region Educational Services,
Cohen & Steers,
The Remote Reps,
Simplify Wealth Llc,
Create Conference Council,
Marketyze,
Harris & Harris Wealth Management Group, Llc,
Simplified Wealth,
Nauma,
Target Alpha Stc.
Simplify Wealth Planning's categories are Financial Services
Simplify Wealth Planning's founding year is 2023
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Top Simplify Wealth Planning Employees
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Marcel Miu, CFA, CFP
Fast-Tracking Work Optional For Tech Pros | Because You Want To Turn Your Stock Comp Into Wealth, Cut Taxes & Live Life Your Way | Flat Fees Starting…
Austin, Texas, United States, United States
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